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Managing Tasks on a Work Order in the Mobile App

  • Tap the menu icon () and select Work Orders.
  • Select the appropriate work order by tapping on it in the list. You can use the search () and filtering () options to quickly find the work order if needed.
  • Scroll down to the Task card.

Viewing Task Attachments

If an attachment was added to a task on a work order from the web, then you are able to view it in the mobile app. *Note: You cannot add attachments on tasks from the mobile app. They must be added from your Asset Essentials account on the web. Task attachments will not be available when offline on the mobile app.

  • Tap the icon next to the task to open the attachment.
    • Document icon () - This icon will allow you to view documents such as PDFs or CSV files.
    • Image icon () - This icon will allow you to view images.
    • Link icon () - This icon will direct you to the website of the URL provided.
    • Paper clip icon () - This icon will allow you to view all other attachment types. A paper clip that has a number badge will indicate the amount of attachments included and will allow you to select a specific attachment from a list view.

 

Adding Notes on Tasks

You have the ability to add notes on your work order tasks in the mobile app. This will allow you to document additional information relating to the work that is being done as you perform and complete each individual task.

  • Enter additional information in the Note field.
  • Tap Save Work Order to finalize your changes.

 

Completing Tasks

  • If you completed an individual task, tap the check mark icon () next to the task.
  • If you completed all tasks, tap the Check Off All Tasks link at the bottom of the list.
  • Tap Save Work Order to finalize your changes.